NEOS S&P 500 High Income ETF
SPYI
169 hedge funds and large institutions have $441M invested in NEOS S&P 500 High Income ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 90 increasing their positions, 21 reducing their positions, and 10 closing their positions.
350% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 10
329% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 21
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
73% more call options, than puts
Call options by funds: $2.66M | Put options by funds: $1.53M
57% more capital invested
Capital invested by funds: $282M → $441M (+$159M)
25% more funds holding
Funds holding: 135 → 169 (+34)
17.83% less ownership
Funds ownership: 34.69% → 16.86% (-18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$27.5M |
| 2 |
SHFP
Second Half Financial Partners
Sebring,
Florida
|
+$23.5M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$22.4M |
| 4 |
LPL Financial
San Diego,
California
|
+$9.19M |
| 5 |
MFS
Mattson Financial Services
Kentwood,
Michigan
|
+$8.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$404M |
| 2 |
Jane Street
New York
|
-$2.03M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.39M |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$822K |
| 5 |
TSS
Two Sigma Securities
New York
|
-$510K |
SPYI Hedge Fund Activity: Q4 2024 in Review
169 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q4 2024, worth a combined $441M — up 57% from $282M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new SPYI positions and 10 closed out — a net gain of 35 holders — while 90 added to existing stakes and 21 trimmed.
The largest buyer was Private Advisor Group, adding an estimated $27.5M. The largest seller was International Assets Investment Management, cutting an estimated $404M.
- 169 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q4 2024, up from 135 in Q3 2024.
- Funds reported $441M of NEOS S&P 500 High Income ETF stock for Q4 2024, up 57% quarter-over-quarter.
- 45 funds opened new NEOS S&P 500 High Income ETF positions in Q4 2024 and 10 closed out, a net change of +35 holders.
- The largest NEOS S&P 500 High Income ETF buyer in Q4 2024 was Private Advisor Group, an estimated $27.5M added.
- The largest NEOS S&P 500 High Income ETF seller in Q4 2024 was International Assets Investment Management, an estimated $404M sold.
Based on aggregated 13F filings for Q4 2024.